Advisor moves

Departures from Key Investment Services LLC

599 moves
AdvisorFromToTypeLeftRegistered
Daniel Lee WeidenhammerKey Investment Services LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 16, 2018Apr 10, 2018
Patrick Stephen MullenKey Investment Services LLC BD affiliatedPnc Wealth Management BD affiliatedAffiliated broker-dealer or bank to anotherFeb 5, 2018Feb 15, 2018
Justin Roger SimmersKey Investment Services LLC BD affiliatedOsaic Institutions, Inc. otherOtherJan 30, 2018Jan 31, 2018
William R DeemerKey Investment Services LLC BD affiliatedCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 5, 2018Jan 23, 2018
Janet Lynn HawkinsKey Investment Services LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseDec 14, 2017Dec 19, 2017
Joseph Thomas MurphyKey Investment Services LLC BD affiliatedOsaic Institutions, Inc. otherOtherDec 11, 2017Dec 4, 2017
Raman GroverKey Investment Services LLC BD affiliatedOsaic Institutions, Inc. otherOtherDec 11, 2017Dec 4, 2017
Anthony Joseph SpenaKey Investment Services LLC BD affiliatedAllstate Financial Advisors, LLC no RAUMOtherDec 6, 2017Jan 15, 2018 (40 d)
Coleman Andrew WebbKey Investment Services LLC BD affiliatedRaymond James Financial Services Advisors, Inc otherOtherNov 28, 2017Nov 22, 2017
Aaron Bradley CurryKey Investment Services LLC otherHuntington Financial Advisors otherOtherOct 4, 2017Dec 19, 2017 (76 d)
Brandon A PerkinsKey Investment Services LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 19, 2017Sep 18, 2017
Haris HotKey Investment Services LLC otherEquitable Advisors, LLC national BDOtherSep 8, 2017Dec 19, 2017 (102 d)
Kenneth Michael SullivanKey Investment Services LLC otherBlackridge Asset Management, LLC otherOtherSep 5, 2017Oct 19, 2017 (44 d)
Patrick Benjamin FloodKey Investment Services LLC otherBigelow Investment Advisors, LLC otherOtherAug 25, 2017Sep 11, 2017
Dennis John KeyserKey Investment Services LLC otherM&T Securities, Inc. unclassifiedOtherAug 14, 2017Sep 6, 2017
Greg EmmackKey Investment Services LLC otherCetera Investment Advisers LLC otherOtherJul 28, 2017Jul 31, 2017
John R DonnellyKey Investment Services LLC otherPnc Wealth Management otherOtherJul 21, 2017Jul 27, 2017
Chad Evan PolinKey Investment Services LLC otherBb&T Investment Services, Inc. otherOtherJun 19, 2017Jun 5, 2017
Richard James WalkerKey Investment Services LLC otherBb&T Investment Services, Inc. otherOtherJun 19, 2017Jun 5, 2017
Edward W LapinskiKey Investment Services LLC otherSantander Securities otherOtherJun 5, 2017Jun 15, 2017
Neal GovernorKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherApr 19, 2017Apr 18, 2017
Rebekah Suzanne KigerKey Investment Services LLC otherCitizens Securities, Inc. otherOtherApr 12, 2017Apr 17, 2017
Tricia L GordonKey Investment Services LLC otherOsaic Institutions, Inc. otherOtherApr 5, 2017Apr 6, 2017
Glenn Joseph EckstutKey Investment Services LLC otherInnova Wealth Partners, LLC otherOtherMar 17, 2017Mar 21, 2017
Lori Cheryl SilversteinKey Investment Services LLC otherEdelman Financial Engines otherOtherMar 7, 2017Jun 8, 2017 (93 d)
Sean Patrick MestKey Investment Services LLC otherPark Avenue Securities LLC otherOtherMar 3, 2017Mar 21, 2017
William Francis WalthouseKey Investment Services LLC otherSt. Germain Investment Management otherOtherFeb 17, 2017Feb 27, 2017
Kevin Barry ManghanKey Investment Services LLC otherOsaic Institutions, Inc. otherOtherJan 25, 2017Jan 20, 2017
Frank A DeshantzKey Investment Services LLC otherCitizens Securities, Inc. otherOtherJan 9, 2017Jan 9, 2017
William Eric KernKey Investment Services LLC otherPruco Securities, LLC otherOtherJan 3, 2017Jan 6, 2017
Daniel Jerome KruperKey Investment Services LLC otherCitizens Securities, Inc. otherOtherJan 3, 2017Jan 3, 2017
John Randolph MackenzieKey Investment Services LLC otherLPL Financial LLC otherOtherDec 31, 2016Feb 24, 2017 (55 d)
Christopher Alan BrennenKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherDec 31, 2016Jun 26, 2017 (177 d)
Louis Christopher GoeckelKey Investment Services LLC otherSagepoint Financial, Inc. BD affiliatedOtherDec 31, 2016Sep 7, 2018 (615 d)
Anne Marie PaskerKey Investment Services LLC otherRaymond James & Associates, Inc. national BDOtherDec 31, 2016Jun 14, 2021 (1626 d)
Anthony J. AllecaKey Investment Services LLC otherEdward Jones national BDOtherDec 31, 2016Sep 15, 2017 (258 d)
Leonard F LyeKey Investment Services LLC otherSantander Securities BD affiliatedOtherDec 31, 2016Nov 30, 2018 (699 d)
Robert S WalkerKey Investment Services LLC otherLPL Financial LLC BD affiliatedOtherDec 31, 2016Aug 3, 2021 (1676 d)
Ruth Alice MarescaKey Investment Services LLC otherCuna Brokerage Services, Inc. BD affiliatedOtherDec 31, 2016Jul 31, 2019 (942 d)
Anthony R CiroccoKey Investment Services LLC otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherDec 31, 2016Mar 5, 2021 (1525 d)
Philip Frank UcciKey Investment Services LLC otherEdward Jones national BDOtherDec 31, 2016Feb 24, 2017 (55 d)
Steffen C HellertKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherDec 31, 2016Mar 8, 2021 (1528 d)
James Patrick ChaseKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherDec 31, 2016Jun 26, 2017 (177 d)
David Alex MastroKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherDec 31, 2016Dec 12, 2017 (346 d)
Shawna L SklarskyKey Investment Services LLC otherCitizens Securities, Inc. otherOtherDec 31, 2016Jan 20, 2017
Anne M FaunceKey Investment Services LLC otherLPL Financial LLC independent RIAOtherDec 31, 2016Dec 5, 2017 (339 d)
Callie J. JacobsKey Investment Services LLC otherHuntington Financial Advisors otherOtherDec 22, 2016Jan 12, 2017
Dustin Lee BakerKey Investment Services LLC otherPark Avenue Securities LLC otherOtherDec 19, 2016Jan 5, 2017
Michael Allen CurleyKey Investment Services LLC otherU.S. Bancorp Investments, Inc. otherOtherDec 16, 2016Dec 20, 2016
Ryan BaileyKey Investment Services LLC otherPnc Wealth Management otherOtherDec 12, 2016Jan 12, 2017 (31 d)
William Naldo RodriguezKey Investment Services LLC otherBriggs Wealth Management, Inc. independent RIAOtherDec 7, 2016Sep 5, 2019 (1002 d)
Michael LinKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherDec 6, 2016Sep 29, 2017 (297 d)
Cynthia Lee Montgomery-AdamsKey Investment Services LLC otherRaymond James Financial Services Advisors, Inc otherOtherNov 15, 2016Jan 18, 2017 (64 d)
Sibyl M SamuelKey Investment Services LLC otherLPL Financial LLC otherOtherNov 9, 2016Nov 15, 2016
Nicole Teluk SmykowskiKey Investment Services LLC otherHsbc Securities (USA) Inc. otherOtherNov 4, 2016Jan 13, 2017 (70 d)
Bryce Derek HolleyKey Investment Services LLC otherLPL Financial LLC otherOtherNov 4, 2016Nov 7, 2016
David Watters GrahamKey Investment Services LLC otherLPL Financial LLC otherOtherNov 1, 2016Nov 2, 2016
Travis Karabin BoyerKey Investment Services LLC otherWealthcare Advisory Partners LLC independent RIAOtherOct 19, 2016Feb 7, 2018 (476 d)
Cheryl SmithKey Investment Services LLC otherLPL Financial LLC otherOtherOct 19, 2016Oct 12, 2016
Gabriel HallKey Investment Services LLC otherOsaic Institutions, Inc. otherOtherOct 19, 2016Oct 20, 2016
Page 7 of 10PreviousNext